Invenio Wealth Partners LLC Ishares Russell 1000 Val ETF Transaction History
Invenio Wealth Partners LLC
- $239 Billion
- Q4 2024
A detailed history of Invenio Wealth Partners LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 4,453 shares of IWD stock, worth $788,270. This represents 0.35% of its overall portfolio holdings.
Number of Shares
4,453
Previous 4,453
-0.0%
Holding current value
$788,270
Previous $845 Million
2.46%
% of portfolio
0.35%
Previous 0.37%
Shares
4 transactions
Others Institutions Holding IWD
# of Institutions
1,881Shares Held
288MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$9.57 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$6.79 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.7 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.64 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.6 Billion3.52% of portfolio